Financial Professional Consulting Services

We can provide training for employees of financial product companies and topical presentations for Due Diligence and Broker/Dealer and Branch Office meetings.

Speaking Services:

Training for investment company staff

Keynote speaker for seminars/meetings

Continuing education classes

Topics can include but are not limited to:

Retirement Risk Management

Behavioral Finance – theory and applications

Retirement Income Engineering – investing for sustainable Income

Personal Pension Strategies – sources and strategies of guaranteed income

Portfolio Optimization – What Happened to Modern Portfolio Theory?

All the above topics are discussed in the book, Rescuing Your Retirement – Investment Illusions Meet Reality, due to be published, February 2010. The book, intended for investors and investment professionals, is appropriate for handouts at speaking engagements.

Pages

Income for Life Advisors

7325 Willow Lane
Brooklyn Park, MN 55444

office (763) 566-2234

cell (612) 709-4145

email

In this book, Skip demonstrates how we can use tried and true investment strategies to construct a realistic retirement scenario, rather than relying on misleading or irrelevant market data and obsolete economic models. Only $14.95 US, order now!